Intelliflo Advisers, Inc
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Overview
Intelliflo Advisers, Inc is a financial advisory firm headquartered in Atlanta, Georgia. It oversees $74.6 million in assets over 443 accounts. It has a small group, including 2 financial advisors. Intelliflo Advisers, Inc is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as bonds, equities and options.
Intelliflo Advisers, Inc administers all of the company's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments without requiring the customer's approval. The firm's average account size is $168,315. An average advisor at Intelliflo Advisers, Inc administers around 222 client accounts.
Intelliflo Advisers, Inc's main office is at 1331 Spring Street Nw, Atlanta, Georgia 30309. The firm is legally allowed to provide services to investors throughout a number of states, including Georgia, New Jersey and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Intelliflo Advisers, Inc by the Numbers
$74.6 million
4
443
$168.3 thousand
Products and Services
Intelliflo Advisers, Inc provides a variety of financial services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. In the last fiscal year, it provided 1-10 of its clients with financial planning services. The firm is not involved in selling products or offering services other than investment advisory services to its investment advisory customers. The firm is affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, trust company, insurance company or agency and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice depend on which service is provided. Fee types billed by the company likely include some blend of the following fee types: asset-based, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Disclosures
Intelliflo Advisers, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Intelliflo Advisers, Inc
Oradell, NJ
Oradell, NJ
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